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WSBF

๐Ÿฆ Financial Services

Waterstone Financial, Inc.

Conservative #885Aggressive #914Low RiskLow 28MLโ†‘ 36pt
$18.30+0.38%
Day High$18.30
Day Low$18.11
Volume0.0M
Mkt Cap$338M
52W Low $1252W High $19
Market Cap
$335M
P/E Ratio
12.0
Sector avg: 26.8
Rev Growth
1.1%
Sector avg: 13.4%
Earnings Growth
41.3%
Profit Margin
13.3%
Sector avg: -2.8%
Debt/Equity
1.18

Why This Score

WSBF scores 39.6 on the Conservative profile, blending a fundamental score (80% weight, emphasizing quality and stability (84% of fundamental weight)) with a machine-learning signal (20% weight) trained on 82 features across 30 years of data.

Strengths
  • Attractively valued at 12.0x earnings, below the market average.
  • Positive but moderate momentum (34%) โ€” steady appreciation without overheating.
Risk Factors
  • Liquidity concern: Limited trading volume or float results in a 25-point penalty for execution risk.
  • Elevated leverage (D/E 1.18) increases financial risk in a rising-rate environment.

Net penalties of -25.0 points significantly impact the ranking. Without these adjustments, WSBF would rank considerably higher.

Score Breakdown

Overall Score39.6
Fundamental Score60.4
ML Score62.0

Score by Horizon

3 Month
69.4
6 Month
77.6
Primary
1 Year
81.6

Quality Assessment

B
Earnings Grade
Solid fundamentals with minor quality concerns

Position Sizing

Suggested Allocation
5%
Confidence
high

Score Composition Waterfall

How each component affects the final score
Backtested Scoring Levers (IC-calibrated from 30y ElasticNet)
Weinstein (12.1%)
100
Advancing
Sentiment (2.5%)
52
Neutral
Analyst (6.4%)
50
Neutral
Tradability (post-hoc)
0
Grade Fvery low volume, very low dollar volume
Base
35.6
SHAP
+3.3
Factors
+0.8
Final
39.6
Positive adjustment
Negative adjustment
Base blend
Final score

Signal SegmentsComputed from ML features

Fundamental (Valuation, Quality, Growth)60.0
Technical (Momentum, Weinstein, Volatility)85.0
External (Sentiment, Analyst, Macro)63.0
Scores below 50 indicate weakness in that segment relative to the universe.

Data Quality

Score
Features
Confidence
Feature Coverage89%

Growth Estimates

Short-term
+0.3% to +4.7%
Medium-term
+1.4% to +8.1%
Long-term
+2.5% to +11.6%

ML Model Core Features100 trained inputs โ†’ ML Score: 62

These features are direct inputs to the machine learning model. The model was trained on these signals alongside 100 features (including 12 momentum/technical indicators) to produce the ML percentile score.

Analyst Intelligence
Consensus Score50.0/100
Target Upside+0.0%
Coverage2 analysts
Market Sentiment
Sentiment Score51.5/100
News Volume1 articles
Technical Stage
Weinstein Stage2 โ€” Advancing
12M Momentum+0.3%
6M Momentum+0.2%
Volatility+0.1%
Momentum & Technical
Momentum Acceleration+11.1%
Momentum ConsistencyModerate (0.67)
Relative Strength vs Sector+25.2%
Trend Strength (ADX Proxy)Strong (5.0)
Momentum Quality+0.306
Momentum BreadthBroad โœ“
Macro Regime
Bull RegimeYes
High Vol RegimeNo
S&P 500 Return+25.0%
Yield Curve-0.1bp

Sector-Relative AnalysisIn-model features

Value Trap Signal
19%
Moderate โ€” watch growth
Sector RevGr Rank
P43
Revenue growth vs Financial Services peers
Sector PE Rank
P67
Valuation vs Financial Services peers
Sector FCF Rank
P50
Free cash flow vs Financial Services peers
Growth Deviation
-0.0ฯƒ
Z-score vs sector median
Stagnation Flag
NO
Not flagged

Analysis Signals

Scoring Factors
Fundamental score of 46 relative to sector peers46/100
Machine learning model ranks this stock at the 82th percentileP82
ML model weight reduced to 9% due to macro conditions: market in extended rally phase; yield curve inverted (recession indicator); late-cycle economic indicators detected9% ML weight
SHAP feature alignment: +4.3pt (features align with model priorities)โ€”
Blend: 91% fund (45.8) + 9% ML (81.8) + SHAP(+4.3) = 53.3โ€”
Factor quality: +1.0pt (multi-factor composite)โ€”
Risk assessment: low. Annualized volatility 6.6%. Stability bonus of +8.8 points. Max drawdown 10% (-0.8 pts)Low
Market cap adjustment: -20.0 points ($0.3B market cap)-20.0 pts
Conviction penalty: -2.1pt (conviction=28)โ€”
Divergence penalty: -3.9pt (ML 36pt higher)โ€”
Risk Factors
Earnings quality grade B: adequate earnings quality with minor concerns. Score adjusted by -8 pointsGrade B
Quality concern: High accrual ratio (20.4%) โ€” earnings quality concern; CRE concentration risk: regional bank with likely elevated commercial real estate exposure โ€” forward-looking impairment risk not captured by trailing fundamentalsFlag

Sector Peer Comparison(Financial Services โ€” Rank #249 of 356 stocks)

StockScoreP/ERev GrowthMarginMkt Cap
WSBF39.612.01.1%13.3%$335M
CME86.427.29.9%57.5%$112.1B
FHB84.911.83.2%24.2%$3.2B
ACT84.48.92.4%54.6%$6.1B
CINF84.210.711.4%18.9%$25.8B
SEIC82.214.010.7%27.3%$10.1B
TROW79.910.13.1%28.5%$21.1B
QQQX79.710.448.6%257.3%$1.4B
IBOC78.210.67.5%40.1%$4.4B
HWC77.812.2-1.5%24.1%$5.8B
FFIN77.418.811.7%30.7%$4.8B
TRMK77.111.934.8%19.3%$2.7B
NMIH77.07.78.4%55.1%$3.1B
EWBC76.712.74.6%28.3%$16.0B
WSFS76.312.8-3.1%21.1%$3.6B
MCHB76.1N/A123.7%23.2%$3.3B
Sector Average47.526.813.4%-2.8%โ€”

Market Sentimentvia FMP

Company Overviewvia FMP

Waterstone Financial, Inc. operates as a bank holding company for WaterStone Bank SSB that provides various financial services to customers in southeastern Wisconsin, the United States. It operates in two segments, Community Banking and Mortgage Banking. The Community Banking segment offers consumer and business banking products and services, such as deposit and transactional solutions, including checking accounts, online banking and bill pay services, money transfer services, as well as credit, debit, and pre-paid cards; investable funds solutions comprising savings, money market deposits, individual retirement accounts, and certificates of deposit; residential mortgages, home equity loans and lines of credit, personal and installment loans, real estate financing, business loans, and business lines of credit; and fixed and variable annuities, insurance products, and trust and investment management accounts. It also provides transaction deposits, interest bearing transaction accounts, demand deposits, non-interest-bearing demand accounts, and time deposits; secured and unsecured lines; commercial real estate construction loans; term loans for working capital, inventory, and general corporate use; and personal term loans and investment services. The Mortgage Banking segment offers residential mortgage loans for the purpose of sale in the secondary market. The company also invests in a portfolio of securities include mortgage-backed securities, government-sponsored and private-label enterprise bonds, collateralized mortgage and municipal obligations, and other debt securities. It operates 14 full-service banking offices, 1 drive-through office, and 14 automated teller machines located in Milwaukee, Washington, and Waukesha Counties, Wisconsin. The company was formerly known as Wauwatosa Holdings, Inc. and changed its name to Waterstone Financial, Inc. in August 2008. Waterstone Financial, Inc. was founded in 1921 and is based in Wauwatosa, Wisconsin.

CEO
William F. Bruss
Employees
600
Beta
0.81
Industry
Banks - Regional
FMP-Identified Peers

Technical Picturecomputed from daily prices

RSI (14)
49.8
Neutral
Trend
Bullish
10-day vs 50-day MA
From 52W High
-3.1%
High: $18.88
From 52W Low
+57.5%
Low: $11.61
Moving Averages
10-Day
$18.00
Above
20-Day
$18.10
Above
50-Day
$17.50
Above
200-Day
$15.20
Above
60-Day Support
$15.53
60-Day Resistance
$18.88
Weinstein Stage Analysisbased on 200-day SMA framework
Stage 2 โ€” AdvancingScore: 82/100

Stock is in an uptrend above the 200-day moving average. This is the stage where institutional accumulation typically occurs. The 50-day SMA provides support.

Favorable technical position; 50-day SMA acts as support
Price vs 200 SMA
+20.3%
200 SMA Slope (60d)
+8.81%
Rising
Volume Ratio
0.8x
10d avg vs 50d avg
Days in Stage
100
Confidence: 90%

Financial Statementslast 4 quarters via FMP

MetricQ4 2025Q3 2025Q2 2025Q1 2025
Revenue$54M$51M$52M$44M
Gross Profit$40M$37M$37M$29M
Operating Income$10M$10M$10M$4M
Net Income$8M$8M$8M$3M
EPS (Diluted)$0.44$0.44$0.43$0.17
Gross Margin74.5%71.6%71.3%66.7%
Operating Margin18.5%19.2%18.5%8.8%
Net Margin14.2%15.5%14.8%6.9%

Why This Stock

Financial ServicesP/E ratio of 12.0Profit margin 13.3%

Tradability FilterGrade F โ€” 0/100Score impact: -16.3pt

Low Tradability Warning

This stock has limited trading volume and/or float. Institutional investors may face difficulty entering or exiting positions without significant price impact. A post-hoc penalty has been applied to the composite score (this is not a backtested model factor โ€” it is a practical tradability overlay).

Volume
0
46K avg/day
Dollar Vol
0
$814K/day
Float
0
15M shares
Mkt Cap
0
$335M
Range
0
63% spread
Composite Liquidity Score0/100
FDCBA
very low volumevery low dollar volumelow floatsmall cap
Free Float
83.8%
Outstanding Shares
18M
Bid-Ask Spread
63.0%
Institutional Tradable
No

Scores are generated by a multi-stage ML pipeline combining fundamental analysis, ensemble predictions, and structural risk signals. All data is for research purposes only and does not constitute financial advice. Past performance does not guarantee future results.